SALESXPRESS - TEST CASE 23
TEST CASE STEPS:
- Navigate to the Design Agent Portal
- Select a contract from the recent contract list
- View Customer Summary
- View XDF/UDF (click on customer name)
- View Model Information
- View Lot Details (click on Lot #)
- Click Start selections review to view committed options
- Use Contract Look-up to search for a contract
- Set the Search Parameters
- All Communities [default]
- All Phases [default]
- All Lots [default]
- Under Contract [default]
- Customer's first or last name
- Click Find contracts
- Review Recent Sales Contracts (result list)
- Select a contract to open
EXPECTED RESULTS:
- Tester can access Design Agent Portal
- Tester can view list of recent contracts
- Teste can open recent contract
- Tester can use Contract Look-up feature
- Sections not applicable:
- Upcoming Appointments
- Featured Products
- Wish List Inbox
Below is the DATA seen while executing testing:
- Customer Summary (XDF/UDF)
- Lot Details
- Contract Details
See attached for DATA ITEMS specific to your Region/Business Unit:
E.g., Community = 51919.41 PORT AND MILL
| Job function | Sales Administrator, Area Sales Managers | |
| Summary | This test is to confirm access/review contracts in the Design Agent Portal | |
| Pre-Conditions | Login Credentials | |
